Filed May 22, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 99 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other Fees | $50,749 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 1966 GREENSPRING DRIVE, SUITE 300 · TIMONIUM, MD 21093 | Accounting | $15,624 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,173 | $79,151+1.3% | $60,919+31.6% | $64,824+23.7% |
| Participation rate | 99.8% | 77.7%+22.1pp | 73.1%+26.7pp | 71.5%+28.3pp |
| Annual return | -12.69% | -7.12%-5.6pp | 16.96%-29.7pp | 32.84%-45.5pp |
| Employer contribution / active EE | $788 | $3,052-74.2% | $2,704-70.9% | $2,507-68.6% |
| Participant deferral / active EE | $3,974 | $3,727+6.6% | $3,814+4.2% | $4,311-7.8% |
| Admin fee / account holder | $62 | $106-41.4% | $3,228-98.1% | $188-67.0% |